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COBURN BARRETT, LLC

SAN FRANCISCO, CA · CRD 166464 · IAPD ↗ · coburnbarrett.com · 415-387-1001

$112.7MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2025 — COBURN BARRETT, LLC reported RAUM down 26% ($137.9M -> $101.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.